Fracking Makes Sand The New Hot Commodity: What You Need To Know

September 03, 2014

 

Opportunities?

Sand and gravel producers in the U.S. are a mixture of both private and public companies. Among the largest are:

 

Company Ticker

Badger Mining Corporation

Privately owned

Fairmount Santrol (Fairmount Minerals)

Majority owned by American Securities Capital Partners

Hi-Crush Partners LP

HCLP:US

Pattison Sand Co., LLC

Privately owned

Preferred Sands

Privately owned (recent major investment by KKR)

Premier Silica LLC

Privately owned

Proppant Specialists, LLC

Privately owned

U.S. Silica Holdings, Inc

SLCA:US

Unimin Corp

Privately owned by Sibelco Group, Belgium

 

If you're looking at a direct investment in frac sands, currently there are only a few public companies of any size: Hi-Crush Partners and U.S. Silica. Emerge Energy Services LP (EMES:US), owner of Superior Silica Sands, which, very successfully, went public on the NYSE last year, is both a fuel processing and distribution company and a silica sand producer. But there have been rumors that Fairmount may be looking at an IPO.

Large ceramic proppant producers include CARBO Ceramics Inc. (CRR:US) and Saint-Gobain (SGO:FP).

Smaller frac sand producers include:

Some other companies in the frac sand "space" that may be worth watching are:

 

Find your next ETF

CLEAR FILTER